Process Management and Automation
Kiosk in Zoho CRM Android app
Kiosk must be configured in the Zoho CRM web to access it on the mobile app. Kiosk is a no-code customization tool in Zoho CRM that helps you set up a structured UI to follow your processes and collect data easily. Every organization has its own ...
Assignment threshold in Zoho CRM Android app
Assignment Threshold in Zoho CRM helps manage the workload of your team by setting limits on the number of records that can be assigned to each user. This ensures a balanced distribution of tasks, preventing any one team member from being ...
Managing Process
Understanding Approval Process Sometimes, for a process to take place, you need approval from people at higher levels in an organization. This type of formal approval requires input from multiple roles. The approval processes created in the web ...
Executing Blueprints
Blueprints that you have configured in your Zoho CRM web account can be executed from the mobile app. Suppose you are out on a field visit to meet a customer about a deal and the deal progresses from Qualification to Negotiation. If you have a ...